Past Presentations

Below are links to presentations from some of our past programs as well as special news releases or announcements.

What's Happening in DC?  The Current Environment;  Peter Gleason, Managing Director & CFO, National Association of Corporate Directors (NACD);  Miami, October 2009

The Future of Executive Compensation;  Joe Mallin, Managing Director, Pearl Meyer & Partners; Tampa, April 2009

Director Liability - Protecting Your Bank's Board;  David Baris, Executive Director, American Association of Bank Directors [AABD];  Bank Director Workshop, April 2009

Executive Compensation - Bank Executive Employment Contracts;  Robert Friedman, Partner, Holland & Knight LLP, Miami;  Bank Director Workshop, April 2009

Executive Compensation;  Susan O'Donnell, Managing Director, Pearl Meyer & Partners, Boston;  Bank Director Workshop, April 2009

Liquidity Risk;  Charles Thayer, Chartwell Capital LTD & Chairman AABD;  Bank Director Workshop, April 2009

Internal Control and Compliance Issues;  Robert Dynko, Financial Services Director, Jefferson Wells;  Bank Director Workshop, April 2009

Asset Quality Trends and Board Oversight;  Elizabeth Ferradas, Office of the Comptroller of the Currency;  Bank Director Workshop, April 2009

Commercial Real Estate Workouts;  David Batlle, Florida Office of Financial Regulation;  Bank Director Workshop, April 2009

New Trends in Board Recruitment;  John Mestepey, Managing Director, Diversified Search Ray & Berndtson; February 2009

The Future of Executive Compensation;  Joe Mallin, Managing Director, Pearl Meyer & Partners;  January 2009

Compensation Philosophy:  Program Summary;  Naples;  January 2009

Best Practices for Non-Profit Boards:  IRS Form 990 Updates;  Deborah Lifshey, Managing Director, Pearl Meyer & Partners, NY;  October 2008

Best Practices for Non-Profit Boards:  Fundraising and Boards;  Carolyn Chin, Chairman & CEO, Cebiz;  October 2008

Best Practices for Non-Profit Boards:  New Non-Profit Director Orientation;  Gerald M Czarnecki, Chairman, National Leadership Institute;  October 2008

Best Practices for Non-Profit Boards:  The Importance of Nonprofit Governance;  David Lieberman, Director; October 2008

Press Release:  State Board of Administration (SBA) of Florida Governance Voting Record; October 2008

Bank Director Workshop:  American Association of Bank Directors (AABD) Report;  Charles J Thayer, Chairman;  April 2008

Bank Director Workshop:  Credit Committee: Asset Quality Trends & Board Oversight;  Matthew La Salle, Supervisory Examiner, South Florida Territory, FDIC;  April 2008

Bank Director Workshop:  Audit Committee:  Problem Prevention/Problem Oversight;  Charles J Thayer, Bank Board Member;  April 2008

Bank Director Workshop:  Audit Committee:  Bank Directors & Risk Management;  Lauren E Ware, AVP, The Federal Reserve Bank of Richmond;  April 2008

Bank Director Workshop:  Compensation Committee:  Attracting, Retaining & Rewarding Executives in Today's Environment;  Susan O'Donnell, Managing Director, Pearl Meyer & Partners, Boston;  April 2008

Bank Director Workshop:  Compensation Committee: Executive Compensation;  Olga M Pina, Shareholder, Fowler White Boggs Banker P.A.;  April 2008

Bank Director Workshop:  Funding for Privately Held Financial Institutions;  Kenneth F Puglisi, Principal, Sandler O'Neill Asset Management, LLC (SOAM Ventures);  April 2008

Bank Director Workshop:  Overview and Issues for Potential Acquirees;  David Baris, Executive Director, American Association of Bank Directors;  April 2008

Ethics in the Workplace:  Directors' Duties During Investigations;  A Case Study from PBSJ; Bill Pruitt, Director, PBSJ Corporation and Rodney H. Bell, Partner, Holland & Knight;  April 2008

Key Trends;  Carolyn Chin, Director, CH2M Hill, State Farm Bank, Holcim US, Zogby International;  February 2008

IT Governance;  Dennis Rodrigues, Partner, KPMG, IT Advisory Practice;  February 2008
 
Bank Secrecy Act; Lauren Ware, Federal Reserve Bank of Richmond; March 2007
 
The Loan Committee; Linda Charity, Florida OFR; March 2007
 
Real Estate Lending Guidelines; David Crumby, FDIC; March 2007
 
Loan Losses; Rebecca Sproul, KPMG; March 2007
 
Funding for Privately Held Financial Institutions; Kenneth Puglisi, Sandler O'Neill Asset Management, LLC; March 2007
 
Privacy Regulations Governing Banks; Carl Fornaris & Luis Salazar, Greenberg Traurig LLP; March 2007
 
BOD Recruitment: Two Perspectives - The Candidate and the Nominating Committee; John Mestepey and Charles Herington; March 2007
 
Challenges to the Traditional Governance Role of Boards of Directors; Peter Gleason; February 2007
 
Corporate Strategy: "Who Owns It..The Board or Management?"; Gerald M Czarnecki; January 2007
 
Looking for a New CEO; SunSentinel; December 2006
 
Succession Planning: Lessons Learned from the Board Room; Charles J Thayer; December 2006
 
Executive Sessions of Your Board; Charles J Thayer; December 2006
 
Stock Option Dating; presentation by Paul Berkowitz; October 2006
 
New SEC Disclosure Rules for Executive Compensation; Steve Lapidus; October 2006
 
New SEC Rules & The Compensation Committee Conundrum; Charles J Thayer; March 2006
 
SEC Proxy Disclosure - Compensation Committee Relationships; Joe Mallin;March 2006
 
Compensation Committee - The Importance of Process; Steve Lapidus; March 2006

Lessons from the Disney Case; presentation by Gilchrist Sparks; October 2005